Man speaking at podium with CFA logo

Standards & Activities

CFA Society Toronto performs the following activities to promote high standards of professional ethics and competence, and encourage fairness and efficiency in the operation of capital markets.

  • CFA Society Toronto Members are required to submit an annual statement to the effect that they have adhered to the principles embodied in CFA Institute's Code of Ethics and Standards of Professional Conduct.
  • The society promotes professional competence by encouraging our members to complete the Chartered Financial Analysts (CFA) program as well as to participate in continuing education activities.
  • The society fosters relations with regulatory and other professional organizations in order to assist in government policy formulations, to provide feedback on topical issues, and to act as a forum for the dissemination of information
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Strategic Objectives

To achieve our vision and mission, the Society has established three strategic objectives. The following objectives will be the focus of our efforts from 2022 to 2024.

  • Objective 1: Increase growth and connectivity for key stakeholders. Meet stakeholder needs and expectations with innovative services and meaningful opportunities to connect

  • Objective 2: Build Designation Value. As a global Society leader, advance designation for all stakeholders to foster pride in the profession

  • Objective 3: Advance the use of technology and communications to help build the CFA community. As a steward for our members and stakeholders, we will continue to refine and modernize the Society's structure, platforms and systems